Filed June 8, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $41,250 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $25,445 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,971 | $122,239+158.5% | $184,203+71.5% | $74,495+324.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.48% | 19.95%-4.5pp | 28.81%-13.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $11,138 | $4,537+145.5% | $6,427+73.3% | $2,623+324.6% |
| Participant deferral / active EE | $10,519 | $7,139+47.3% | $9,131+15.2% | $4,346+142.0% |
| Admin fee / account holder | $24 | $1,260-98.1% | $13,901-99.8% | $1,942-98.8% |